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USA Tax and Insurance Services is America's first independent turn-key income tax and insurance planning center. We provide a proven business template that builds a one-stop location for income taxes, elder law, and insurance planning services.


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The Complete Retirement AdvisorTM
We are concerned and proactive in protecting your future in this industry. So let us show you what we can do for you.

One Hour With Us Will Change Your Life Forever
All good producers want to become great producers, and USA Tax will help you get there.

Worried About The Industry?
At USA Tax and Insurance Services, Inc., we have been proactive in helping producers take the right steps to stay in the industry they love.

80% of Your Annuity Clients Will Qualify!
Learn to CULTIVATE additional revenue from existing clients.

The Most Practical Retirement Planning Software
CleaR Plan™ is the most practical retirement planning software on the market today. Project 35 years into the future.

A Never Ending Flow of Quality Prospects
Discover what other multi-million dollar producers have implemented in their businesses to generate a steady flow of people to see.

Want Hundreds of Qualified Appointments?
By adding income tax preparation services to your practice you can build a valuable client base. We can teach you how to help these clients with retirement planning.

What is Your Production Doing For You?
Write one of the best indexed products on the market and qualify for 3 exclusive trips with the same premium dollars!!!

6 New Ways to Fill Your Seminars WITHOUT MAIL!
USA Tax & Insurance Services has spent over $2,000,000 in seminar market testing and has developed 6 new exclusive ways to fill seminars WITHOUT depending on direct mail, resulting in huge monthly cost savings.

Learn How We Sold 700 Million in Indexed Annuities
We will show you the exact client seminar presentations our advisors use each and every day. These are the presentations that helped the 210 professionals we coached last year to write $700 million in Indexed Annuity premium.

Join us in Warm And Sunny Tampa Florida
Discover what other multi-million dollar producers have implemented in their business.


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